The Case Of Alpha Inc.: A study In Forecasting And Valuation

Abstract

ALPHA Inc., a manufacturing entity, hired James to help put their records in for 2006 and 2007. James completed the financial statements to gain an understanding of the accounting transactions and financial results. In addition, ALPHA Inc. requested a five-year forecast for future financing and wanted a valuation of the company for possible sale or merger. After students complete the accounting relationships, financial analysis, forecast and valuation, they will have a solid background to complete the financial section of a business plan. This case is most appropriate for an upper division accounting or finance course.